Carolina Wealth Advisors’s Seagate STX Stock Holding History

Carolina Wealth Advisors’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141K	Buy	146 +42	+40%	+$32K	0.06%	96
2026 Q1	$40.7K	Buy	104 +71	+215%	+$27.1K	0.02%	117
2025 Q4	$9.09K	Sell	33 -1,189	-97%	-$309K	﹤0.01%	180
2025 Q3	$288K	Buy	1,222 +216	+21%	+$36.9K	0.12%	61
2025 Q2	$145K	Buy	1,006 +927	+1,173%	+$96K	0.07%	62
2025 Q1	$6.71K	Buy	+79	New	+$7.47K	﹤0.01%	169
2024 Q4	–	Sell	-25	Closed	-$2.74K	–	346
2024 Q3	$2.74K	Hold	25	–	–	﹤0.01%	266
2024 Q2	$2.58K	Sell	25 -15	-38%	-$1.4K	﹤0.01%	185
2024 Q1	$3.72K	Hold	40	–	–	﹤0.01%	185
2023 Q4	$3.41K	Hold	40	–	–	﹤0.01%	194
2023 Q3	$2.64K	Hold	40	–	–	﹤0.01%	211
2023 Q2	$2.48K	Hold	40	–	–	﹤0.01%	205
2023 Q1	$2.65K	Hold	40	–	–	﹤0.01%	208
2022 Q4	$2K	Hold	40	–	–	﹤0.01%	209
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	218
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	226
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	223
2021 Q4	$5K	Hold	40	–	–	﹤0.01%	212
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	233
2021 Q2	$4K	Hold	40	–	–	﹤0.01%	242
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	274
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	219
2020 Q3	$2K	Buy	+40	New	+$1.88K	﹤0.01%	199

Other funds holding STX

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Carolina Wealth Advisors's STX Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Seagate (STX) stake by 40% in Q2 2026, buying an estimated $32K and bringing the position to 146 shares worth $141K. The position accounts for 0.06% of the portfolio, ranked #96.

Carolina Wealth Advisors first reported a position in STX in Q3 2020 and has held it in 23 quarters since. The position peaked at $288K in Q3 2025. 571 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Carolina Wealth Advisors held 146 shares of Seagate worth $141K as of Q2 2026.
Carolina Wealth Advisors bought 42 Seagate shares in Q2 2026, an estimated $32K.
Seagate made up 0.06% of Carolina Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Carolina Wealth Advisors first reported a position in Seagate in Q3 2020 and has held it in 23 quarters since.
Carolina Wealth Advisors's Seagate position peaked at $288K in Q3 2025.
571 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.